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Settings and activity

9 results found

  1. Select users to share custom reports with instead of sharing with everyone

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jamie Hunter supported this idea  · 

  2. Add Grant Service Area to Bulk Action options in custom reports

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.

    Jamie Hunter supported this idea  · 

  3. Filtering should include nulls/blanks unless the filter is to exclude it

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jamie Hunter supported this idea  · 

  4. Edit a Pledge

    18 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jamie Hunter supported this idea  · 

  5. Custom Field on Notes

    37 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jamie Hunter supported this idea  · 

  6. Prevent spendable balance from exceeding fund balance

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jamie Hunter supported this idea  · 

  7. Login Log for GLM

    43 votes

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    Planned  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Jamie Hunter commented  · 

    Brilliant idea, fully support!

    Jamie Hunter supported this idea  · 

  8. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jamie Hunter supported this idea  · 

  9. Revenue Share Deposits - Impact Investment Interest Income

    14 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Jamie Hunter supported this idea  ·